RIVERSEDGE ADVISORS, LLC
CIK 1787663 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $759.1M
- Posisi
- 316
- Per tanggal
- 30 Juni 2026
Nilai portofolio QoQ: +22.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 55,45%
- Bobot 25 kepemilikan teratas
- 75,18%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 24,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,12% Perkiraan pembelian $106.855.525 · penjualan $14.564.043
Kepemilikan median: 2,5 kuartal Dilacak Q4 2024–Q2 2026 · 87,3% masih dipegang
- Posisi baru
- 113
- Meningkat
- 145
- Menurun
- 52
- Tertutup
- 13
Eksposur put-notional: 0,8% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Portofolio lengkap 316 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTV | $86.419.717 | 11,38% | 396.548 | $12.837.738 | Naik ×1 | ||
| IDEV | $58.893.878 | 7,76% | 661.655 | $6.372.654 | Naik ×1 | ||
| VV | $50.574.627 | 6,66% | 147.058 | $6.466.397 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $44.493.598 | 5,86% | 153.766 | $21.010.508 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $41.643.301 | 5,49% | 567.270 | $802.190 | Naik ×1 | ||
| SPYG | $38.470.707 | 5,07% | 323.310 | $6.129.445 | Turun ×1 | ||
| SCHF | $30.203.064 | 3,98% | 1.090.363 | $3.235.407 | Naik ×1 | ||
| SPYV | $27.692.475 | 3,65% | 455.543 | $1.756.961 | Turun ×1 | ||
| VWO | $23.388.401 | 3,08% | 391.831 | $2.753.935 | Naik ×1 | ||
| VEA | $19.158.620 | 2,52% | 268.893 | $1.701.608 | Turun ×1 | ||
| VTEB | $17.724.623 | 2,33% | 350.427 | $1.254.388 | Naik ×1 | ||
| VUG | $16.200.162 | 2,13% | 188.068 | $2.750.590 | Naik ×1 | ||
| IEFA | $16.196.383 | 2,13% | 167.699 | $739.862 | Turun ×1 | ||
| JBND JPMorgan Active Bond ETF | $11.950.242 | 1,57% | 223.369 | $43.736 | Naik ×1 | ||
| VIOV | $11.607.193 | 1,53% | 98.928 | $1.409.163 | Turun ×1 | ||
| IJR | $10.247.388 | 1,35% | 69.094 | $1.908.930 | Naik ×1 | ||
| RSP | $9.209.279 | 1,21% | 43.283 | $902.660 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $8.288.274 | 1,09% | 41.423 | $2.070.961 | Naik ×1 | ||
| FESM | $7.706.955 | 1,02% | 159.597 | $1.277.887 | Turun ×1 | ||
| AVEM | $7.627.313 | 1,00% | 79.048 | $957.626 | Turun ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $7.263.046 | 0,96% | 218.175 | $5.635.728 | Naik ×1 | ||
| BNDX Vanguard Total International Bond ETF | $6.694.896 | 0,88% | 138.239 | $253.237 | Naik ×1 | ||
| IVLU | $6.493.528 | 0,86% | 155.273 | $540.972 | Naik ×1 | ||
| RAAX | $6.277.063 | 0,83% | 158.232 | $-224.405 | Turun ×1 | ||
| VTWG Vanguard Russell 2000 Growth ETF | $6.266.511 | 0,83% | 21.783 | $1.173.685 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $6.192.304 | 0,82% | 21.400 | Opsi jual | |||
| SPEM | $5.490.946 | 0,72% | 106.044 | $506.950 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4.863.337 | 0,64% | 13.609 | $1.108.323 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4.736.362 | 0,62% | 12.697 | $1.113.494 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4.658.438 | 0,61% | 19.545 | $1.178.798 | Naik ×1 | ||
| VBK | $3.870.839 | 0,51% | 10.585 | $637.726 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.857.174 | 0,51% | 10.917 | $1.196.199 | Naik ×1 | ||
| BTC | $3.675.818 | 0,48% | 141.650 | $-7.421.952 | Turun ×1 | ||
| JPIB | $2.961.244 | 0,39% | 61.246 | $84.919 | Naik ×1 | ||
| SCHV | $2.788.568 | 0,37% | 80.108 | $361.234 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2.769.142 | 0,36% | 2.399 | $1.991.096 | Naik ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2.601.858 | 0,34% | 22.301 | $-692.660 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2.586.552 | 0,34% | 6.847 | $647.101 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2.244.322 | 0,30% | 5.336 | $437.617 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2.202.075 | 0,29% | 4.611 | $558.962 | Turun ×1 | ||
| IVV | $2.180.023 | 0,29% | 2.911 | $30.529 | Turun ×1 | ||
| VGT | $1.912.670 | 0,25% | 16.003 | $516.777 | Naik ×1 | ||
| VBR | $1.903.950 | 0,25% | 7.836 | $13.749 | Turun ×1 | ||
| USHY | $1.788.638 | 0,24% | 48.315 | $-23.064 | Turun ×1 | ||
| BRKB | $1.735.853 | 0,23% | 3.469 | $412.303 | Naik ×1 | ||
| IVW | $1.632.651 | 0,22% | 11.871 | $181.834 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.610.766 | 0,21% | 4.921 | $629.246 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.598.617 | 0,21% | 2.838 | $264.982 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1.582.373 | 0,21% | 6.231 | $114.383 | Naik ×1 | ||
| MUB | $1.426.314 | 0,19% | 13.253 | $26.291 | Naik ×1 | ||
| IWO | $1.401.730 | 0,18% | 3.558 | $285.471 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1.390.139 | 0,18% | 1.159 | $633.168 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.378.714 | 0,18% | 1.474 | $25.261 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1.330.756 | 0,18% | 3.071 | $742.764 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1.295.125 | 0,17% | 651 | $548.856 | Naik ×1 | ||
| FTMH | $1.268.013 | 0,17% | 106.735 | $-47.479 | Turun ×1 | ||
| MCO Moody's Corporation Common Stock | $1.250.059 | 0,16% | 2.760 | $217.455 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $1.234.031 | 0,16% | 7.445 | $130.295 | Naik ×1 | ||
| VIOG | $1.220.951 | 0,16% | 7.958 | $249.790 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1.174.059 | 0,15% | 4.666 | $173.307 | Naik ×1 | ||
| VTI | $1.171.800 | 0,15% | 3.167 | $156.697 | Naik ×1 | ||
| WDC Western Digital Corporation - Common Stock | $1.154.167 | 0,15% | 1.807 | $820.382 | Naik ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1.127.912 | 0,15% | 19.575 | $97.650 | Naik ×1 | ||
| FLHY | $1.120.984 | 0,15% | 46.150 | $50.496 | Naik ×1 | ||
| INTC Intel Corporation - Common Stock | $998.236 | 0,13% | 7.149 | $559.400 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $992.805 | 0,13% | 2.815 | $577.407 | Naik ×1 | ||
| V Visa Inc. | $985.354 | 0,13% | 2.872 | $327.113 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $934.238 | 0,12% | 6.833 | $-154.854 | Naik ×1 | ||
| VOO | $932.991 | 0,12% | 1.358 | $163.181 | Naik ×1 | ||
| XLF XLF | $932.720 | 0,12% | 17.398 | $73.769 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $917.643 | 0,12% | 463 | $407.417 | Naik ×1 | ||
| C Citigroup, Inc. Common Stock | $886.291 | 0,12% | 6.332 | $230.644 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $884.080 | 0,12% | 6.880 | $99.188 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $880.920 | 0,12% | 2.357 | $358.470 | Naik ×1 | ||
| VXUS Vanguard Total International Stock ETF | $839.514 | 0,11% | 9.820 | $82.602 | Naik ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $838.834 | 0,11% | 1.444 | $628.284 | Naik ×1 | ||
| HYMB | $829.286 | 0,11% | 32.598 | $-15.815 | Turun ×1 | ||
| CB Chubb Limited Common Stock | $804.146 | 0,11% | 2.360 | $259.843 | Naik ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $775.342 | 0,10% | 341 | $430.352 | Turun ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $753.015 | 0,10% | 44.769 | $266.467 | Naik ×1 | ||
| CNC Centene Corporation Common Stock | $750.766 | 0,10% | 11.696 | $478.566 | Naik ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $748.168 | 0,10% | 7.868 | $152.095 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $731.129 | 0,10% | 6.455 | $-126.318 | Turun ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $725.514 | 0,10% | 1.746 | $397.962 | Naik ×1 | ||
| COF Capital One Financial Corporation Common Stock | $714.408 | 0,09% | 3.561 | $398.987 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $713.807 | 0,09% | 12.527 | $215.290 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $695.517 | 0,09% | 592 | $250.338 | Naik ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $682.103 | 0,09% | 4.502 | $152.190 | Naik ×1 | ||
| LGLV | $680.312 | 0,09% | 3.749 | $-12.035 | Turun ×1 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $674.860 | 0,09% | 4.716 | $289.832 | Naik ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $651.574 | 0,09% | 1.974 | $201.002 | Naik ×1 | ||
| UAL United Airlines Holdings, Inc. - Common Stock | $647.040 | 0,09% | 4.758 | $331.240 | Naik ×1 | ||
| MCD McDonald's Corporation Common Stock | $629.247 | 0,08% | 2.328 | $-82.394 | Naik ×1 | ||
| EIX Edison International Common Stock | $627.688 | 0,08% | 8.431 | $130.942 | Naik ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $618.437 | 0,08% | 6.603 | $244.221 | Naik ×1 | ||
| APH Amphenol Corporation Common Stock | $615.180 | 0,08% | 3.489 | $223.242 | Naik ×1 | ||
| NVS Novartis AG Common Stock | $608.544 | 0,08% | 3.883 | $80.334 | Naik ×1 | ||
| RY Royal Bank Of Canada Common Stock | $601.869 | 0,08% | 2.908 | $171.858 | Naik ×1 | ||
| EXPE Expedia Group, Inc. - Common Stock | $597.224 | 0,08% | 2.334 | $24.386 | Turun ×1 | ||
| PSX Phillips 66 Common Stock | $596.027 | 0,08% | 3.526 | $192.526 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AAPL | $6.192.304 | 21.400 | 0,82% |
| SNOW | $595.785 | 2.341 | 0,08% |
| STX | $592.510 | 614 | 0,08% |
| WCN | $556.245 | 3.337 | 0,07% |
| CRS | $549.604 | 891 | 0,07% |
| AMAT | $522.729 | 723 | 0,07% |
| GIS | $509.918 | 14.653 | 0,07% |
| VRTX | $493.253 | 993 | 0,06% |
| VIK | $488.914 | 4.671 | 0,06% |
| AON | $461.049 | 1.390 | 0,06% |
| PNC | $460.924 | 1.872 | 0,06% |
| ES | $439.474 | 6.081 | 0,06% |
| WFC | $431.258 | 5.219 | 0,06% |
| PANW | $427.639 | 1.254 | 0,06% |
| EOG | $424.884 | 3.275 | 0,06% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AAPL | Beli lebih banyak | +61K | +$21.0M |
| VTV | Beli lebih banyak | +22K | +$12.8M |
| BTC | Dipangkas | -228K | -$7.4M |
| VV | Dipangkas | -535 | +$6.5M |
| IDEV | Beli lebih banyak | +33K | +$6.4M |
| SPYG | Dipangkas | -7K | +$6.1M |
| IBIT | Beli lebih banyak | +176K | +$5.6M |
| SCHF | Beli lebih banyak | +761 | +$3.2M |
| VWO | Beli lebih banyak | +10K | +$2.8M |
| VUG | Beli lebih banyak | +157K | +$2.8M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| INTU | 30 Juni 2026 | 590 | $255.176 | 38,1% |
| CRM | 30 Juni 2026 | 1.325 | $247.338 | 28,8% |
| OMC | 30 Juni 2026 | 3.242 | $244.155 | 19,3% |
| BP | 30 Juni 2026 | 4.722 | $221.934 | 19,2% |
| SHOP | 30 Juni 2026 | 1.857 | $220.277 | 29,9% |
| SLB | 30 Juni 2026 | 4.141 | $212.806 | 15,5% |
| NOW | 30 Juni 2026 | 1.982 | $207.218 | 24,4% |
| HON | 30 Juni 2026 | 914 | $206.686 | 0,8% |
| UBER | 30 Juni 2026 | 2.849 | $204.929 | 5,3% |
| SAP | 30 Juni 2026 | 1.190 | $203.740 | 39,3% |
| GILD | 30 Juni 2026 | 1.449 | $201.878 | 17,5% |
| VO | 30 Juni 2026 | 699 | $200.739 | Tidak lagi dilacak |
| ADT | 30 Juni 2026 | 14.159 | $93.025 | 13,6% |